Claude for Customer Success plugin
Six Claude Code and Cowork plugins with 81 skills for customer success: QBR, renewals, onboarding and forecasting
- 70 ★ on the repository
- Last commit
Extended access
Why this level
- The plugins read customer and contract data through connected CRM, CS platforms and warehouses, and background agents run unattended
- The company profile is saved in your home folder and enters the context of every plugin in the set
Install
- Works in
Manual install
/plugin marketplace add t0ddc3by/claude-for-customer-successThen install plugins one by one, for example /plugin install csm@claude-for-customer-success, and run /csm:cold-start-interview.
Access and checks
How we reviewExtended accessThe tool runs code or makes network calls and only reads external data.
- The plugins read customer and contract data through connected CRM, CS platforms and warehouses, and background agents run unattended
- The company profile is saved in your home folder and enters the context of every plugin in the set
This is third-party code. Review the repository files before installing.
What it does
Six plugins for Claude Code and Claude Cowork cover the functions of a modern Customer Success team. `csm` runs a manager's daily work: account research, QBR prep, success plans, health review and churn signals. `cs-ops` handles portfolio analytics, segmentation and playbook audits. `renewals` forecasts renewals, finds expansion signals and analyzes churn. `onboarding` prepares kickoff and tracks milestones. `rev-ops`, with 34 of the 81 skills, builds forecasts, quota plans and deal desk governance. `auq-resilience` gives a fallback when `AskUserQuestion` fails to render. The first run of any plugin walks a `cold-start-interview` and stores a shared company profile at `~/.claude/plugins/config/claude-for-customer-success/company-profile.md`. Other plugins skip company questions. The skills work with no connectors, and connected CRM (Salesforce, HubSpot), CS platforms (Gainsight, Totango, ChurnZero), call recording (Gong), Snowflake, BI and task trackers give richer output. The same skills are available through the Claude Managed Agents API: `managed-agent-cookbooks/` holds fifteen orchestration agents for regular background runs with output to Slack or Linear. The authors call the set a reference implementation of the SuccessCOACHING methodology, and warn it is not ready to run without adaptation.
Who it is for. Leaders and practitioners in customer success, renewals and onboarding at B2B SaaS companies who want to see and adapt a ready set of AI workflows.
Good fit when
- A manager needs a QBR plan, a list of threats and a success plan for a key account
- A renewals team wants a GRR and NRR forecast, expansion signals and churn analysis
- The operations team needs portfolio segmentation and a check of the health model
- New customers wait for an onboarding plan, milestone tracking and a handoff document
- The CRM is full of inaccurate dates and amounts and data quality has to be checked before forecasting
Not a fit when
- You need a production-ready product: the authors call the set a reference implementation that must be adapted
- Your team does not own customer success or quotas: some rev-ops clusters do not apply
- You have no CRM or CS platform access and need an automatic report: without them the skills rely on the context you provide
- You work in another agent: the plugins are built for Claude Code and Cowork
Example request
Install the csm plugin and prepare a QBR for the Acme account: quarter results, threats and next stepsLimitations
- The authors warn the set is built to production standards in structure but is not ready to drop into a team workflow without adaptation.
- `cs-ops` needs a CS platform or a data warehouse, and `renewals` and part of `rev-ops` need a CRM for renewal dates, ARR and the forecast.
- The set promotes the SuccessCOACHING methodology and its terms, so it is not neutral on CS approaches.
- Install is one plugin at a time from the marketplace or from `.plugin` archives in `dist/`.
How to disable. Remove a plugin with `/plugin uninstall <name>@claude-for-customer-success` and the marketplace with `/plugin marketplace remove claude-for-customer-success`. The shared company profile sits in `~/.claude/plugins/config/claude-for-customer-success/` and is deleted by hand.
FAQ
How do I install the plugins?
Add the marketplace with `/plugin marketplace add t0ddc3by/claude-for-customer-success`, then install the plugins you need, for example `/plugin install csm@claude-for-customer-success`. Prebuilt archives sit in `dist/`.
Which plugin should I start with?
With `csm`, the most common first install. Any plugin runs a `cold-start-interview` on first use and saves a shared company profile.
Are connectors required?
No, the skills work from the context you provide. Connected CRM, CS platform, calls and warehouses give richer output, while `cs-ops`, `renewals` and parts of `rev-ops` need a CRM or a warehouse.
How many skills are there?
Eighty-one across six plugins, 34 of them in `rev-ops`. The `auq-resilience` plugin ships no skills and has one command, `/auq`.
What are managed-agent-cookbooks?
A directory of fifteen agents that run the same skills through the Claude Managed Agents API on a schedule, with output to Slack or Linear. It is a thin orchestration layer with no new capabilities.
Discussion
No questions or reviews yet.
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README in short
The README presents the set as a reference implementation of AI-enabled customer success and describes six plugins in a table. The methodology, marketplace install, first run, integrations with a connector table and a Managed Agents catalog follow.